The Margin

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Happy Easter from Artesys: When it is Ok to Put All of Your Eggs in One Basket

Curtis Auffenberg

Easter Sunday’s date varies each year and rarely it falls on April fool’s day.  But when it does, and just weeks after your coworker (Spencer) is kind enough to misplace your car for you, what do you do? You turn his cubicle into a giant Easter basket. Technically, Easter falls…

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Building Better Benchmarks

Spencer Seggebruch

Selecting an appropriate benchmark is the first step in being able to effectively communicate with investors. How to tell if a benchmark is appropriate? This standard list from (Bailey, 1998) is a helpful starting point for finding a benchmark that is consistent with a manager’s investment process: Unambiguous – The…

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Emotional Investing

Curtis Auffenberg

Attempting to predict future market price movements is difficult to do and even more difficult to replicate reliably.  A well thought out and disciplined investment plan is a wise option for an investor who may not have the time or expertise to develop and execute a unique investment strategy on…

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Job Hopping Should Not Stop You From Contributing To Your Retirement Plan

Curtis Auffenberg

  Too often when friends and younger family members ask me what I do for a living, and i tell them I work with retirement plans, I hear the reply “Oh I have been meaning to start one of those” Millennials (born in the early 80s through mid 90s) in particular…

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